Retirement Planning

If you are approaching retirement age you may have already amassed significant pension funds.  In which case, assessing the options available in an ever-changing landscape of new legislation and complex rules can seem daunting.  

Pensions, tax and estate planning now go hand in hand, thanks to the new pension freedoms and lifetime allowance, so an integrated approach is vital. 

For those for whom an annuity is no longer the most appropriate choice but who seek a flexible yet predictable income stream there is a need for bespoke investment advice. 

For others whose pension funds may represent a legacy for future generations, tax and estate planning considerations need to be factored in. 

Our experience over the last 30 years means that we can translate it all into simple, common-sense guidance and advice so you can make the right choices for you and your family. 

Our aim is to free you up to enjoy your retirement rather than manage it! 

 


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